Xactly University: Your Key to Streamlined Implementation

Xactly University: Your Key to Streamlined Implementation

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Author: Lizzy Wolff

If your organization is considering implementing Xactly, training resources are an important factor to consider. Xactly is widely known as a highly user-friendly incentive compensation management tool. They have extended this reputation to their training offerings by creating Xactly University.

At Canidium, Xactly University has been an invaluable and essential component of our implementations. We incorporate these courses into our process, and the result is well-informed users ready to hit the ground running after deployment.


What is Xactly University?

Xactly University is an online training platform that provides users with the knowledge and skills needed to use Xactly software effectively. It offers a wide range of training resources and courses tailored to different user levels and job roles within an organization. The primary goal of Xactly University is to simplify the training process, making it accessible, efficient, and tailored to individual needs.


Offerings from Xactly University

Xactly University is more than a collection of training videos. It is an interactive learning tool that allows for full immersion into Xactly's capabilities and structure. These are the aspects of Xactly's interactive learning environment.

Role-Specific Learning Paths

Xactly University provides role-specific learning paths to ensure that training is relevant to each user's responsibilities. Whether in sales operations, finance, or a sales representative, you can access materials that pertain directly to your job function.

Self-Paced Learning

Xactly University understands that not everyone can learn at the same speed. Therefore, it offers self-paced courses, allowing users to learn conveniently. This flexibility is crucial for busy professionals balancing training with their daily tasks.

Comprehensive Content

Xactly University hosts many resources, including video tutorials, webinars, documentation, and quizzes. These materials cater to various learning styles and preferences, making it easier for users to grasp the software's functionality.

Regular Updates

Given the ever-evolving nature of software, Xactly University ensures that its training materials stay up-to-date with the latest software versions and feature enhancements. This helps users stay current and proficient in using Xactly.

Certification Programs

Xactly University offers certification programs that allow users to demonstrate their proficiency with Xactly software. Earning a certification can boost an individual's confidence and marketability while benefiting the organization through having highly skilled personnel.


Simplifying Training for Organizations

Xactly University not only benefits individual users but also organizations as a whole. Below are just a few of the benefits of enrolling in and incorporating Xactly University in an implementation:

Reduced Onboarding Time

By offering role-specific learning paths, organizations can significantly reduce the time required to onboard new employees. This ensures that new hires become productive members of the team faster.

Improved User Proficiency

Through self-paced learning and comprehensive content, Xactly University helps employees become proficient with the software, enabling them to make data-driven decisions and maximize the value of Xactly.


Traditional training methods can be costly. With Xactly University, organizations can save on training expenses, as it eliminates the need for in-person training sessions, travel costs, and printed materials

Higher User Adoption Rates

Access to easily digestible and updated training materials enhances user adoption rates. When employees are confident in their ability to use the software, they are more likely to embrace its use.


What is an Xactly Certification?

Many Xactly University courses have an associated certification. Each certification will have a certificate, suitable for framing, sent to your office. You can also add these certifications to your company profile or LinkedIn profile.

Certification includes various levels or tracks, such as administrator, analyst, or end-user certification. The program offers courses and training materials that cover topics like configuring the Xactly software, managing incentive compensation plans, understanding reporting and analytics, and other relevant aspects of their platform.


Xactly University FAQs


When do Canidium clients begin Xactly University trainings?

We advise our clients to complete basic training courses as soon as Xactly provides credentials to your training environement. Knowing the ins and outs of Xactly will make implementation smoother.

Do you advise clients on which courses to take?

Canidium will recommend certain courses throughout implementation to compliment the project phases. 

Who on my team needs to train in Xactly University?

We recommend that at the very least, your compensation administrator take the trainings. Sales team and leadership also benefit from Xactly University courses.

What does certification offer Xactly users?

Xactly gives people the opportunity to get continuing education. To earn the pin and certificate that proves to their colleagues and company that they’re experts in the software.

Who should get certified?

Anyone who touches the application from an administrator role.

What kind of difference is seen between certified and uncertified users?

The difference is confidence. Your confidence gets stronger when you have knowledge in the tool. Xactly’s most successful customers take all the training and obtain certifications.

Why should you care about getting certified?

You become more valuable when there’s a review. You become an invaluable resource for your company and are more likely to receive advancement opportunities.

Is there a reason to get re-certified?

The certification is renewable after 24 months, which encourages professionals to stay current. The Xactly application gets new features every 1 to 2 months. And a few times a year, big features are introduced. Re-certification helps admins keep on top of those changes, and relevant in their position and workplace.

Why does Canidium utilize Xactly University during implementation?

Xactly University simplifies the training process for Xactly software, catering to the diverse needs of individual users and organizations. By incorporating these trainings and certifications into our implementation, our clients achieve the following benefits:


Real-time Familiarization

Users get the opportunity to become familiar with the software as it is being built. This enables them to understand the software's features and functions gradually, making the learning curve less steep at the time of launch.

Early Issue Identification

During the training phase, users can identify issues or shortcomings in the software, which can be addressed before the official launch. This proactive approach can prevent major problems from arising later.

User Feedback

By training users on the software during implementation, you create a feedback loop that allows them to provide input, suggest improvements, and report bugs or usability issues. This real-time feedback can be invaluable in refining the software.

Customization and Adaptation

Users can actively participate in customizing the software to their specific needs. They can provide insights into how the software can be adapted to streamline their workflows or meet their unique requirements, resulting in a more user-centric solution.

Reduced Resistance to Change

Familiarity with the software during the implementation phase can reduce resistance to change. Users are more likely to embrace the new software if they've been gradually introduced to it and had the opportunity to see how it can benefit their work.

Documentation and Training Materials

As users are trained during implementation, you can begin to develop documentation and training materials that will be available at launch. This ensures that users have resources to refer to when they encounter challenges.

User Empowerment

By involving users in the implementation process, you empower them to take ownership of the software. They feel a sense of involvement and responsibility, which can lead to a smoother transition.

Smoother Transition Period

When users are trained during implementation, the transition from the old system to the new one is more gradual. This can prevent disruptions and maintain productivity during the changeover.

Better Onboarding

New employees who join the organization after the software is implemented can benefit from the training materials and knowledge gained during the implementation phase. This leads to a smoother onboarding process.


Xactly University + Canidium Implementation

Software proficiency not only benefits employees by enhancing their skills but also supports organizations in achieving their sales performance management and compensation objectives.

Are you ready to implement Xactly? Your next step is to get in touch with our team here at Canidium by filling out the form below.


Want to learn more about Canidium Xactly implementations on your own? Check out these articles:

Eliminate Incidental Loss: Spreadsheets vs. SPM Software for Commission Management

Xactly Implementation: How SI Partners Lighten the Resource Load

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